Registered Client Service Associate (Investments) at Wealth Conservation Group

Registered Client Service Associate (Investments) Melville, NY | Full-Time About Us We are a well-established financial advisory practice affiliated with Eagle Strategies, New York Life. Our team of five highly experienced advisors (20–40 years each in the business) provides holistic wealth management, life insurance, and financial planning solutions. Role Overview We are seeking a Registered Client Service Associate to support our advisors in delivering exceptional client service. This role focuses on investment account operations, including trade processing, distributions, and account maintenance. You’ll be part of a collaborative team with opportunities for professional growth in a stable, client-focused environment. Responsibilities Execute trades, distributions, and journal requests Open and maintain brokerage/advisory accounts Following up on external transfers Assist clients with beneficiary, address, and banking updates Support advisors with compliance, reporting, and client review preparation Ensure CRM and eMoney records are accurate and up-to-date Qualifications Active Series 7 and 63 required; Series 65/66 strongly preferred 2–5 years of client service experience in financial services Strong organizational and communication skills Detail-oriented, with a commitment to client-first service Working knowledge of eMoney Advisor